Premier Banking Advisor – Mass Affluent Relationship Lead

Truist; Virginia Beach (VA); On-site; USD 84,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Job summary

Truist in the United States seeks a Premier Banking professional to manage a portfolio of mass affluent clients, delivering personalized financial planning and integrated retail banking solutions. You will leverage a referral network to grow the client base and coordinate with IRM partners for banking, mortgage, investments and insurance services.

The role requires strong interpersonal, sales, and relationship management skills, plus licenses (SIE/Series 7/66, insurance) and compliance with

Qualifications

• Bachelor’s degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending; or one year in a financial client relationship manager role.
• Advanced knowledge of personal financial planning/advisory/insurance and investment management/asset allocation concepts.
• SIE, FINRA Series 7/66 licenses and applicable Insurance licenses; SAFE Mortgage Licensing Act compliance.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills; proficiency in Microsoft Office.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver a broad range of retail products and services.
• Establish and update understanding of client needs via profiling and personal financial planning analysis.
• Stay informed on market trends and act as a financial planning resource for clients, attorneys, and CPAs.
• Meet revenue growth, profitability, and retention goals by acquiring new clients and expanding services.
• Collaborate with IRM partners to deliver integrated banking, mortgage, planning, investments, and insurance.
• Maintain relationships with external centers of influence to support business development.
• Work within audit/compliance framework and participate in Premier Banking program development.
• Utilize the bank’s CRM to monitor sales activity and pipeline.

Skills

Relationship management

Interpersonal skills

Sales skills

Written communication

Verbal communication

Presentation skills

Education

Bachelor’s degree in business/finance

SIE, FINRA Series 7/66 licenses

Insurance licenses (Life, Health, Variable)

SAFE Mortgage Licensing Act compliance

Master’s degree in business/finance (preferred)

Tools

Microsoft Office

Job description

Truist in the United States seeks a Premier Banking professional to manage a portfolio of mass affluent clients, delivering personalized financial planning and integrated retail banking solutions. You will leverage a referral network to grow the client base and coordinate with IRM partners for banking, mortgage, investments and insurance services.

The role requires strong interpersonal, sales, and relationship management skills, plus licenses (SIE/Series 7/66, insurance) and compliance with